My client is an award-winning IFA practice whose main priority is to deliver impartial and unbiased independent financial advice to individuals to deliver real financial security.
My client is looking to expand their Paraplanning team and seeking for an experienced, hardworking Paraplanner. Ideal candidates will come from an experienced background in financial services and paraplanning.
Providing full support to Financial Planners
Research on products and investment strategies
Using our cash flow modelling tool
Producing suitability reports
Making agreed changes to investment portfolios
Preparation and maintenance of client files
Communicating investment updates to the wider business
Assist in the production of client facing investment update sheets
Dealing with client enquires
A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.
Excellent knowledge of investments, pensions, trusts, taxation and protection
Experience of using fund analysis tools such as Financial Express, strong technical knowledge
Attention to detail and strong analysis skills.
Good Suitability report writing experience
This is an excellent opportunity for an ambitious, experienced financial services individual to join an award-winning IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.